Transferability Is The Key.  Building Transferable Value Today Is Essential For A Successful Exit Tomorrow.

Ask yourself these questions:

  • Is my business transferable?
  • Are my key employees and customer relationships transferable?
  • Are my processes, systems, and technology transferable and can someone else learn them?
  • Is my business culture so strong that it would have a positive impact on a buyer's business?

Transferability is essential for a third-party sale, but also for any of the insider-sale options as you will need it to continue to perform well when you're not there.


The Value Builder System™  Engagement


Build a Strategic Financial Plan for Growth

The life of a business owner is handling the endless day-to-day tasks and decisions required for business success.

It can be very difficult to schedule and execute a time for thinking "big picture" about strategy.  

The focus of our Strategic Business Planning engagement (2-3 months) is to assist you in “taking a step back” and designing plans for future strategic growth.

  • Strategic planning for every stage:  start-up | growth | expansion | maturity
  • Clarify mission, vision, and values and how they are anchored within the organization
  • Strategic growth plan:  Cash-flow analysis | 5-Year financial forecast | SWOT analysis 

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